AI Rollup Automation for Private Equity
Build an AI value creation case you can defend.
Assess one company. Compare three financial scenarios. Take a ranked plan to your investment committee, with the assumptions open for review.
A 30-minute walkthrough. No pre-work required.
See the product firstSample IC packet for Meridian HVAC showing Consult, Assess, Plan, and Execute on one evidence chain, with a readiness score of 79, grade B, and three scenarios.
Consult · Assess · Plan · Execute
How it works
Capture management evidence, assess readiness, and rank the work. Review supported migration plans before approving execution.
Pipeline·Home
Consult → Assess → Plan → Execute on one evidence chain.
One plan for the investment and operating teams.
Give each decision-maker a clear view of the case, the assumptions, and the work ahead.
PE operating partner
Make the investment case.
Review readiness, projected returns, and the interventions behind the plan before committing capital.
- IC-ready memo with visible assumptions
- Start with one target before your next IC
CFO / portco finance
Check the assumptions.
Compare the financial scenarios and review the inputs. Keep projected returns separate from realized results.
- Three scenarios, not a single-point estimate
- Scoring logic you can check
CTO / portco tech
Scope the delivery work.
Check supported migration paths, review proposed changes, and approve governed execution.
- Governed execution on supported templates
- Reviewable changes and run records
Start with one company
Bring a target. Find the questions worth asking.
Use a walkthrough to review the product against a company or operating problem you have in mind.
- 01
Review readiness
See which management inputs and operating evidence inform the assessment.
- 02
Compare the case
Inspect three financial scenarios and the assumptions behind them.
- 03
Discuss the first scope
Identify the evidence, system access, and owners needed for a pilot.
Fit check
Check the fit before a pilot.
Review your available evidence, system access, and delivery owners with us before deciding what to take on.
Discuss your use caseReusable playbooks
Capture reusable portfolio playbooks.
Inspect a sample playbook to see how a workflow can document inputs, tool access, and review steps.
Inspect the sample playbookCurrent limits
Evaluate with clear expectations.
MigrateForce is pre-revenue and in beta. We do not publish customer case studies until we have evidence and permission to publish them.
About the team and betaFirst engagement
Have a company in mind?
Walk through the assessment with us, or explore a directional target screen on your own.
30-minute walkthrough · No pre-work required